- Learn how you can manage real-time events by using Dynamics 365 Customer Insights - Journeys.
This module explains how to:
- Create an event.
- Host a Microsoft Teams webinar in Dynamics 365 Customer Insights - Journeys.
- Manage sessions, speakers, and sponsorships.
- Set up registration options.
- Manage event logistics.
- Publish an event.
- Create event communications and journeys.
- View and manage event registrations.
- Book hotel rooms for staff, speakers, and guests.
- View and manage event attendance.
- Follow up with registrants and attendees after the event.
- Learn to create, manage, and publish on-site events with Dynamics 365 Customer Insights - Journeys, including registration and logistics.
In this module, you'll learn how to:
- Create an in-person event in Dynamics 365 Customer Insights - Journeys.
- Manage sessions, speakers, and sponsorships.
- Configure registration options and setup event passes.
- Capture additional information about the event including financial details and event team members.
- Customize the calendar content for the event.
- Manage event logistics.
- Publish the event and view the event website.
- Do you need to create webinars? This module explains the process of creating a webinar event within Dynamics 365 Customer Insights - Journeys.
In this module, you'll learn how to:
- Configure webinar settings for On24 and other third-party webinar providers.
- Create a webinar event using On24 or other third-party webinar providers.
- Create a webinar event using Microsoft Teams.
- Build the registration form for a virtual event.
- Learn how to promote events, manage registration and check-ins, and review results in Microsoft Dynamics 365 Customer Insights - Journeys.
In this module, you'll:
- Use emails, segments, and journeys to promote your events.
- View and manage event registrations.
- View and manage event attendance.
- Follow up after the event.
- Create and manage recurring events and event templates in Dynamics 365 Customer Insights - Journeys.
In this module, you'll learn how to:
- Create and manage recurring events.
- Create an event template.
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Syllabus
- Manage real-time events in Customer Insights - Journeys
- Introduction
- Review the event business process
- Create and set up an event
- Host a Microsoft Teams webinar
- Manage sessions, speakers, and sponsorships
- Set up and manage a waitlist
- Set up registration options
- Manage event logistics
- Publish an event
- Create event communications and journeys
- View and manage event registrations
- Book hotel rooms for staff, speakers, and guests
- View and manage event attendance
- Follow up with registrants and attendees after the event
- Create an event from another event
- Check your knowledge
- Summary
- Create an on-site event in Dynamics 365 Customer Insights - Journeys
- Introduction
- Event website overview
- Review the event business process
- Create the event record
- Manage sessions, speakers, and sponsorships
- Configure registration options and set up event passes
- Record additional information about the event
- Manage event logistics
- Publish an event
- View the event website
- Exercise - Create an on-site event
- Check your knowledge
- Summary
- Create a webinar event in Dynamics 365 Customer Insights - Journeys
- Introduction
- Configure webinar settings
- Create a non-Teams webinar event
- Create a Microsoft Teams webinar event
- Build the event registration form
- Check your knowledge
- Summary
- Promote events, manage registration and check-ins, and review results in Dynamics 365 Customer Insights - Journeys
- Introduction
- Promote your events
- View and manage event registrations
- Book hotel rooms for staff, speakers, and guests
- View and manage event attendance
- Follow up after the event
- Check your knowledge
- Summary
- Advanced event management features in Dynamics 365 Customer Insights - Journeys
- Introduction
- Create and manage recurring events
- Create an event template
- Check your knowledge
- Summary